Forum Topics An Essay on Investing in Small Stocks
ShangriLa
Added 5 years ago

The "Call List" 'Life-changers are:

KSS

NMT

AXE

HZR

ALC

AD8

EOL

AMS

BCI

PLY

CSL

PAR

CLX

ARX

QUAL

(and I think it was Nathan Somasundaram got a second chance, IGO).

Beyond the erudite group on the Call (ie my far lesser expertise on such matters), I'm firmly of the view that SMN has similar potential. I will no doubt build further cases towards that view in following weeks. I did suggest that on a separate Forum Topic at the start of August.

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ShangriLa
Added 5 years ago

An excellent article UncleWally, many very salient points for the diehard microcap investor to consider. As I was reading through the article my mind kept coming back to my own portfolio, and in particular to my considered 'life-changer. I'm feeling even more strongly about it now! 

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Jimmy
Added 5 years ago

Would you be kind enough to re-fresh my memory on what was your "life changer"

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UncleWally
Added 5 years ago

Here's an article I found interesting by Ian Cassel from the MicroCap Club.

I always enjoy his articles and this one is no different.

https://microcapclub.com/2021/09/an-essay-on-investing-in-small-stocks/?utm_source=MicroCapClub&utm_campaign=92b6efda84-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_2ffd571424-92b6efda84-164902401

 

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PortfolioPlus
Added 5 years ago

Excellent article by Ian Cassel. The most memorable point amongst many was:

  The best companies are investing for the long-term in ways shareholders don’t fully grasp or appreciate - so look at the 3 year outcome, not the short term.

AND this...to which I can relate...

All my winners had one thing in common, I was always averaging up. Most of my losers had one thing in common, I was always averaging down. The best investments are the ones where the fundamentals accelerate, and the stock is a better risk reward higher than it was lower. Don’t be afraid to average up. Often times the best place for new capital is buying more of the companies that make it look easy. 

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